FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

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Adviser testimonials

Read what advisers think of our Trust Company

“The Old Mutual International Trust Company makes setting up trusts easy. Their expertise is impressive, service is professional and they are always on-hand to help with the form-filling and to answer questions. Because they take on most of the administration, my time is free to spend with my clients.”

Tim Hinchliffe
Director 
Aiglon Wealth Management, Switzerland

 

“I recommended that my clients should put their bond into trust for tax efficiency reasons, and to ensure that their children and grandchildren would benefit from their assets. Recommending the trust gave me an additional area of discussion and allowed me to put my clients’ minds at rest, as they know even after they’ve gone their wishes will be followed. It was easy and straightforward to set up, and because the trust is a longstanding commitment, it means my relationship with my clients is stronger.”

Debbie Younie
Senior Adviser
Prestige Wealth Solutions, Dubai

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